See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,447 | $94,625-23.4% | $116,228-37.7% | $84,808-14.6% |
| Participation rate | 82.5% | 70.4%+12.1pp | 74.6%+7.9pp | 68.3%+14.2pp |
| Annual return | 18.32% | 20.40%-2.1pp | 90.06%-71.7pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,106 | $2,347-52.9% | $2,994-63.1% | $2,631-58.0% |
| Participant deferral / active EE | $2,034 | $3,972-48.8% | $4,953-58.9% | $4,212-51.7% |
| Admin fee / account holder | $852 | $10,091-91.6% | $11,989-92.9% | $7,344-88.4% |